ETF comparison
ESML vs SMMD overlap
Compare ESML ETF and SMMD ETF by shared holdings, expense ratio, issuer, category, and tracked overlap.
Tracked overlap24.43%
526 shared holdings
ESML expense0.00%
Unknown
SMMD expense0.00%
Unknown
Data date2026-05-01
2026-05-01
Shared top holdings
Overlap uses the smaller fund weight for each shared holding.
FNFABRINET
NXTNEXTPOWER INC CLASS A
AEISADVANCED ENERGY INDUSTRIES INC
TTMITTM TECHNOLOGIES INC
STRLSTERLING INFRASTRUCTURE INC
SITMSITIME CORP
Interpretation
Should you own both ESML and SMMD?
ESML and SMMD share 526 tracked holdings with 24.43% overlap in the imported holdings set. High overlap can be fine when the funds serve a deliberate role, but it can also mean less diversification than the ticker count suggests.
Use the portfolio analyzer to test your actual allocations. Pairwise overlap does not account for how much of each ETF you own.